IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$12.7M
3
+$6.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.76M
5
AAPL icon
Apple
AAPL
+$5.45M

Top Sells

1
+$19.1M
2
+$19M
3
+$18.2M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.67M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.37M

Sector Composition

1 Technology 9.49%
2 Consumer Discretionary 4.7%
3 Financials 4.23%
4 Healthcare 4.11%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.25M 0.17%
80,010
+14,990
127
$2.25M 0.17%
23,661
+11,913
128
$2.24M 0.17%
50,430
+3,770
129
$2.23M 0.17%
21,734
+2,612
130
$2.23M 0.17%
37,138
-751
131
$2.22M 0.17%
15,836
+2,978
132
$2.22M 0.17%
33,541
+6,394
133
$2.21M 0.17%
32,451
+7,498
134
$2.2M 0.17%
62,632
+4,820
135
$2.19M 0.17%
10,676
+6,618
136
$2.17M 0.17%
5,619
+1,600
137
$2.17M 0.16%
12,689
+3,624
138
$2.15M 0.16%
84,686
+18,010
139
$2.14M 0.16%
37,592
-6,910
140
$2.13M 0.16%
12,740
+3,139
141
$2.12M 0.16%
51,559
-446
142
$2.09M 0.16%
63,413
-1,014
143
$2.06M 0.16%
122,066
+6,396
144
$2.05M 0.16%
27,502
+10,472
145
$2.03M 0.15%
34,159
+10,090
146
$2.02M 0.15%
45,412
-2,284
147
$2.02M 0.15%
32,428
+9,687
148
$1.99M 0.15%
20,817
+8,382
149
$1.98M 0.15%
41,399
+19,289
150
$1.98M 0.15%
8,778
+2,790
4 5
6
7 8